Citigroup shares owned by One Wealth Advisors
Historical chart of One Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $775k | 7.6k | 101.50 |
| 2025-06-30 | $657k | 7.7k | 85.12 |
| 2025-03-31 | $458k | 6.5k | 70.99 |
| 2024-12-31 | $518k | 7.4k | 70.39 |
| 2024-09-30 | $412k | 6.6k | 62.60 |
| 2024-06-30 | $385k | 6.6k | 58.40 |
| 2024-03-31 | $623k | 9.8k | 63.24 |
| 2023-09-30 | $409k | 9.9k | 41.13 |
| 2023-06-30 | $461k | 10k | 46.04 |
| 2023-03-31 | $346k | 7.4k | 46.89 |
| 2022-12-31 | $245k | 5.4k | 45.23 |
| 2022-09-30 | $580k | 14k | 41.68 |
| 2022-06-30 | $609k | 13k | 46.02 |
| 2022-03-31 | $714k | 13k | 53.41 |
| 2021-12-31 | $777k | 13k | 60.35 |
| 2021-09-30 | $902k | 13k | 70.21 |
| 2021-06-30 | $771k | 11k | 70.73 |
| 2021-03-31 | $754k | 10k | 72.78 |
| 2020-12-31 | $554k | 9.0k | 61.66 |
| 2020-09-30 | $409k | 9.5k | 43.13 |
| 2020-06-30 | $503k | 9.8k | 51.10 |
| 2020-03-31 | $442k | 11k | 42.10 |
| 2019-12-31 | $758k | 9.5k | 79.88 |
| 2019-09-30 | $665k | 9.6k | 69.06 |
| 2019-06-30 | $613k | 8.8k | 70.00 |
| 2019-03-31 | $492k | 7.9k | 62.23 |
| 2018-09-30 | $388k | 5.4k | 71.72 |
| 2018-06-30 | $351k | 5.2k | 66.98 |
| 2017-12-31 | $27k | 305 | 88.52 |